-39.6%
DKS vs TROW
+4.9%
-44.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.9% |
| 7D | -2.0% | -3.2% | +1.1% | -0.7% |
| 30D | -32.7% | -4.6% | -28.1% | -31.5% |
| 3M | -38.8% | -0.7% | -38.1% | -39.2% |
| 6M | -29.4% | +22.2% | -51.6% | -37.2% |
| YTD | -30.3% | +6.6% | -36.9% | -33.7% |
| 1Y | -39.6% | +5.8% | -45.4% | -42.2% |
| All | -39.6% | +4.9% | -44.5% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling